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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,917 | $167,030-98.3% | $135,768-97.9% | $155,188-98.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.49% | 678.39%-661.9pp | 526.10%-509.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,746 | $4,528-17.3% | $3,977-5.8% | $6,531-42.7% |
| Admin fee / account holder | $3,265 | $8,172-60.0% | $7,048-53.7% | $14,480-77.5% |